RPg Family Wealth Advisory, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 494 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 1.10 and the average weighting 0.5%.

Quarter-by-quarter ownership
RPg Family Wealth Advisory, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$301,079
-8.7%
3,217
-10.9%
0.16%
-27.0%
Q4 2022$329,720
+10.6%
3,611
+12.2%
0.23%
+43.9%
Q3 2022$298,000
+4.2%
3,2170.0%0.16%
-8.2%
Q2 2022$286,000
-99.9%
3,2170.0%0.17%
+22.1%
Q1 2022$329,389,000
-2.0%
3,2170.0%0.14%
+5.3%
Q4 2021$336,144,000
-6.5%
3,217
-9.9%
0.13%
-12.5%
Q3 2021$359,593,000
-4.5%
3,5720.0%0.15%
-0.7%
Q2 2021$376,596,000
+16.2%
3,572
-10.4%
0.15%0.0%
Q4 2020$324,102,000
+70.9%
3,986
+157.3%
0.15%
+53.0%
Q3 2020$189,629,000
-11.4%
1,549
-12.9%
0.10%
-23.7%
Q2 2020$214,138,000
+8.6%
1,779
-9.8%
0.13%
-14.4%
Q1 2020$197,182,000
-37.8%
1,9730.0%0.15%
-16.4%
Q4 2019$317,258,000
+5.5%
1,973
-1.4%
0.18%
+0.5%
Q3 2019$300,680,000
-16.3%
2,002
-17.2%
0.18%
-14.6%
Q2 2019$359,215,000
-4.8%
2,417
-5.5%
0.21%
-4.5%
Q1 2019$377,260,000
+37.9%
2,557
+23.2%
0.22%
-16.2%
Q4 2018$273,588,000
-22.9%
2,075
-2.4%
0.27%
-0.4%
Q3 2018$354,726,000
+2.2%
2,1250.0%0.27%
-0.7%
Q2 2018$346,949,000
+1930.2%
2,125
+1244.9%
0.27%
+1581.2%
Q4 2015$17,089,0001580.02%
Other shareholders
ISHARES TR shareholders Q1 2019
NameSharesValueWeighting ↓
Portfolio Solutions, LLC 1,206,522$126,070,00015.26%
RGT Wealth Advisors, LLC 872,930$91,212,00013.92%
Palisades Hudson Asset Management, L.P. 306,344$32,010,00013.66%
Kaydan Wealth Management, Inc. 205,215$21,442,9528.12%
Probity Advisors, Inc. 279,882$29,245,0005.78%
Forbes Financial Planning, Inc. 54,532$5,700,0005.62%
Sterling Financial Planning, Inc. 83,623$8,738,0005.46%
Stone Asset Management Inc. 78,769$8,231,0004.85%
ETFIDEA, LLC 113,210$11,829,3134.75%
SOUNDMARK WEALTH MANAGEMENT, LLC 56,659$5,920,0004.05%
View complete list of ISHARES TR shareholders